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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,151 | $47,944-49.6% | $67,834-64.4% | $62,881-61.6% |
| Participation rate | 48.5% | 61.1%-12.5pp | 68.8%-20.3pp | 69.3%-20.8pp |
| Annual return | 5.40% | 11.77%-6.4pp | 138.47%-133.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,819 | $2,247-19.1% | $3,160-42.4% | $3,203-43.2% |
| Admin fee / account holder | $405 | $3,712-89.1% | $4,622-91.2% | $4,296-90.6% |